Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 7,800 $646K 0.74% 0 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 7,752 $642K 0.16% -71 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 7,721 $640K 0.4% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 7,674 $636K 0.15% +27 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 7,673 $636K 0.12% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 7,633 $632K 0.17% -2,610 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 7,602 $630K 0.04% -10 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 7,536 $624K 0.03% -189 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 7,535 $624K 0.06% -647 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 7,532 $624K 0.21% +66 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 7,502 $621K 0.19% -838 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 7,499 $621K 0.08% +2,989 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 7,484 $620K 0.45% -1,142 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 7,483 $620K 0.53% -814 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 7,479 $620K 0.15% -71,106 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 7,452 $617K 0.05% 0 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 7,449 $617K 0.16% -147 13F-HR/A Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 7,428 $615K 0.11% -569 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 7,420 $615K 0.12% -3,148 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 7,413 $614K 0.14% -1,482 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 7,372 $611K 0.06% 0 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 7,365 $610K 0.08% +2 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 7,364 $610K 0.05% 0 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 7,280 $603K 0.1% +2,677 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 7,265 $602K 0.03% +494 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 7,249 $601K 0.2% -100 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 7,238 $600K 0.42% +43 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 7,235 $599K 0.34% +133 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 7,230 $599K 0.03% new 13F-HR Timeline Group Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 7,213 $598K 0.09% -378 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 7,209 $597K 0.09% -3,787 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 7,204 $597K 0.2% +1,259 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 7,200 $596K 0.15% -132 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 7,196 $596K <0.01% +350 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 7,184 $595K 0.44% +1,780 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 7,165 $594K 0.09% +2,241 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 7,148 $592K 0.33% -292 13F-HR Timeline Centennial Advisors, LLC More: the full row for Centennial Advisors, LLC 7,145 $592K 0.71% -338 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 7,144 $592K 0.09% new 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 7,108 $589K 0.37% -5,927 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 7,100 $588K 0.07% -468 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 7,096 $588K 0.05% +311 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 7,085 $587K 0.37% +500 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 7,064 $585K 0.04% -659 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 7,061 $585K 0.15% -34 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 7,434 $583K 0.26% 0 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 7,043 $583K 0.05% -31 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 7,037 $583K 0.48% +209 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 7,024 $582K 0.11% -404 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 7,016 $581K 0.4% -4,439 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 7,008 $581K 0.3% +3,500 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 6,976 $578K 0.11% 0 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 6,962 $577K <0.01% -218 13F-HR Timeline Group Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 6,930 $574K 0.05% -88 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 6,923 $574K 0.22% -550 13F-HR Timeline Copper Harbor Investment Advisors, LLC More: the full row for Copper Harbor Investment Advisors, LLC 6,907 $572K 0.12% 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 6,904 $572K 0.15% -341 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 6,886 $570K 0.08% -400 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 6,870 $569K 0.28% +2,380 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 6,869 $569K 0.29% +22 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 7,022 $569K 0.01% +95 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 6,841 $567K 0.88% -181 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 6,821 $565K 0.11% +110 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 6,817 $565K 0.06% -4,030 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 6,809 $564K 0.33% -71 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 6,802 $563K 0.34% -993 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 6,794 $563K 0.07% -2,178 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 6,781 $562K 0.11% -3,029 13F-HR Timeline Wilshire Advisors LLC More: the full row for Wilshire Advisors LLC 6,739 $558K 5.4% -860 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 6,739 $558K 0.27% +1,031 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 6,712 $556K 0.06% -1,263 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 6,705 $555K 0.11% +359 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 6,684 $554K 0.11% -5,523 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 6,929 $553K 0.17% -11,304 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 6,652 $551K 0.04% +5 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 6,646 $551K 0.03% 0 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 6,620 $548K 0.16% 0 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 6,739 $548K 0.3% +7 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 6,606 $547K 0.16% -718 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 6,601 $547K 0.04% -125 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 6,574 $545K 0.01% -93 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 6,526 $541K 0.03% +550 13F-HR/A Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 6,516 $540K 0.82% -2,215 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 6,510 $539K 0.15% -1,872 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 6,497 $538K 0.06% -270 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 6,471 $536K 0.2% +1,252 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 6,467 $536K 0.05% 0 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 6,443 $534K 0.04% -4 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 6,442 $534K 0.01% +66 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 6,423 $532K 0.05% +7 13F-HR Timeline City State Bank More: the full row for City State Bank 6,402 $530K 0.12% +77 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 6,385 $529K 0.02% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 6,361 $527K 0.03% +2 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 6,344 $526K 0.26% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 6,340 $525K 0.04% 0 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 6,335 $525K 0.2% +2,103 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 6,329 $524K 0.01% +12 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 6,275 $520K 0.31% -189 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 6,266 $519K 0.14% +870 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 6,260 $519K 0.37% +5 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 6,234 $516K 0.23% +571 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,189 $513K 0.06% -1,772 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,192 $512K 0.02% +247 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 6,159 $510K 0.41% -62 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 6,129 $508K 0.05% -244 13F-HR Timeline Group NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 6,116 $507K 0.19% -1,300 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 6,105 $506K 0.01% -221 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 6,105 $506K 0.27% -4,459 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 6,104 $506K 0.04% +79 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 6,099 $505K 0.1% -110 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 6,091 $505K 0.07% +82 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 6,088 $504K 0.24% -10,747 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 6,059 $502K 0.09% +2,246 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 6,054 $502K 0.21% -41 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 6,016 $498K 0.17% +454 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 6,011 $498K 0.05% +632 13F-HR Timeline Stillwater Private Wealth, LLC More: the full row for Stillwater Private Wealth, LLC 6,129 $496K 0.32% new 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 6,432 $496K 0.05% +83 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 5,972 $495K 0.03% new 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 5,967 $494K 0.04% -531 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 5,952 $493K 0.16% 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 6,008 $492K <0.01% new 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 5,934 $492K 0.07% 0 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 5,923 $491K 0.32% +1,266 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 5,911 $490K 0.37% +1,150 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 5,908 $489K 0.13% -3,205 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 5,886 $488K 0.12% -8 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 5,879 $487K 0.04% new 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 5,882 $487K 0.05% -28 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,875 $487K 0.04% -476 13F-HR Timeline Spectrum Advisors, Inc. More: the full row for Spectrum Advisors, Inc. 5,863 $486K 0.34% +10 13F-HR Timeline Collier Financial More: the full row for Collier Financial 5,844 $484K 0.33% +345 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 5,836 $483K 0.1% +439 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 6,081 $482K 0.18% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5,814 $482K 0.06% +206 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 5,812 $481K <0.01% 0 13F-HR Timeline Group WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 5,804 $481K 0.37% 0 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 5,799 $480K 0.14% -508 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 5,792 $480K 0.04% -587 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 5,778 $479K <0.01% -4,755 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 5,775 $478K 0.23% +500 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 5,754 $477K 0.08% +575 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 5,749 $476K 0.1% -751 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 5,748 $476K 0.04% -368 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5,735 $475K 0.01% +560 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 5,734 $475K 0.21% +165 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 5,733 $474K 0.19% -2,492 13F-HR Timeline Keenan, LLC More: the full row for Keenan, LLC 5,704 $473K 0.33% -1,922 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 5,671 $470K 0.03% -20 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 5,660 $469K 0.03% -27 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 5,660 $468K 0.01% +70 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 5,633 $467K 0.26% +1,869 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 5,627 $466K 0.3% +117 13F-HR Timeline Adventist Health System/ West More: the full row for Adventist Health System/ West 5,601 $464K 0.07% 0 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 5,592 $463K 0.09% -457 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 5,588 $463K 0.06% -11 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 5,586 $463K 0.02% +1,723 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 5,576 $462K 0.11% -9 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 5,569 $461K 0.1% -141 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 5,548 $460K 0.02% -192 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 5,543 $459K 0.34% -1,752 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 5,534 $458K 0.33% -3 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 5,519 $457K 0.01% -76 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 5,515 $457K 0.19% +66 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 5,480 $454K 0.09% 0 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 5,471 $453K 0.21% -383 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 5,469 $453K 0.2% 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 5,465 $453K 0.17% +24 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 5,696 $452K 0.12% -1,290 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 5,448 $451K 0.08% +59 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 5,430 $450K 0.19% +4,110 13F-HR Timeline Group TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 5,420 $449K 0.03% -60 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 5,418 $449K 0.23% -224 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 5,405 $448K 0.03% -884 13F-HR Timeline Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 5,398 $447K 0.35% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5,351 $443K 0.02% -78 13F-HR Timeline Group CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 5,318 $441K 0.11% 0 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 5,534 $440K 2.18% -231 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 5,302 $439K 0.15% +234 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 5,294 $439K 0.32% +12 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 5,286 $438K 0.16% 0 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 5,280 $437K 0.36% -312 13F-HR Timeline Bell Bank More: the full row for Bell Bank 5,266 $436K 0.02% +263 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 5,255 $435K 0.11% -2,713 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 5,251 $435K 0.24% +4,970 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 5,175 $429K 0.12% -336 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 5,132 $425K 0.1% -461 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 5,132 $425K 0.19% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 5,107 $423K 0.03% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 5,297 $423K 0.31% -196 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,100 $422K 0.01% +13 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 5,073 $420K 0.3% +2,151 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 5,073 $420K 0.12% +51 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 5,059 $419K 0.26% new 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 5,036 $417K 0.09% 0 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 5,034 $417K 0.15% -175 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 5,018 $416K 0.08% -1,175 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 5,014 $415K 0.06% +269 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 5,009 $415K 0.03% +327 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 5,007 $415K 0.17% +1,106 13F-HR Timeline